Rachel Hook (CRD# 7150754) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has over 3 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | Nov 2023 - Current | < 1 |
| Beacon Insurance Advisors, LLC | Mchenry, IL | Mar 2021 - Current | 3 |
| Beacon Wealth Advisors, LLC | Mchenry, IL | Oct 2020 - Current | 3 |
| Gradient Securities, LLC | Arden Hills, MN | Jun 2022 - Nov 2023 | 1 |
| Beacon Wealth Advisors, LLC | Mchenry, IL | Jul 2019 - Oct 2020 | 1 |
| Lane Bryant | Mchenry, IL | Jan 2018 - Jul 2019 | 1 |
| Full Time Student | Harvard, IL | Oct 2010 - Apr 2018 | 7 |
| Crandall's Family Restaurant | Hebron, IL | Jul 2017 - Jan 2018 | < 1 |
| Harvard State Bank | Harvard, IL | Jun 2017 - Sep 2017 | < 1 |
| General Motors | Pontiac, MI | Oct 2015 - Dec 2016 | 1 |
| Subway | Hebron, IL | Sep 2013 - Jun 2015 | 1 |
| Crandall's Family Restaurant | Hebron, IL | Aug 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
| S63 | Uniform Securities State Law Examination | Aug 2022 |
- IL
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
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